Mid-Year Market Outlook
Alex Analyses the Markets
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3rd Quarter Newsletter
Read Our Latest Newsletter
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Sage Investment Advice - "Don't Fight the Fed!"
Alex gives investment advice
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Cybersecurity – Do You Really Know Who You Are Talking To?
How to protect yourself from cybercriminals
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A Goldilocks Economy: How Records are Broken – Alex Petrovic III, CFP®
Will our Goldilocks Economy continue for years to come?
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2nd Quarter Newsletter
What is a Goldilocks Economy?
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When and Why to Switch Auto Insurance
Like health care, many of us continue with the same auto insurance policy for years, never bothering to find out whether...
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Pros and Cons of a Reverse Mortgage
Reverse mortgages have been around for a long time, but in recent years they have become more popular. Though some...
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Facing Your Fear – How Bad Is A Bear Market Really? Sandi Weaver, CPA, CFP®, CFA®
Facing Your Fear – How Bad Is A Bear Market Really? Sandi Weaver, CPA, CFP®, CFA® Thanks to the last three months, we’ve...
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1st Quarter Newsletter - January 17, 2019
Our newsletter this quarter features two timely articles on the financial markets: Alex's review of 2018 and outlook for...
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Estate Planning 101 - Protect What you Cherish
Sandi Weaver can give a workshop for your group!
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Is it Your New Year’s Resolution to Retire?
Learn tips on planning for retirement, budgeting and how to best utilize your Social Security benefits
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